Eastern Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Eastern Bank’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52K	Hold	356	–	–	﹤0.01%	621
2026 Q2	$50.7K	Hold	356	–	–	﹤0.01%	607
2026 Q1	$43.1K	Hold	356	–	–	﹤0.01%	596
2025 Q4	$45.9K	Hold	356	–	–	﹤0.01%	587
2025 Q3	$44.8K	Hold	356	–	–	﹤0.01%	582
2025 Q2	$41.4K	Hold	356	–	–	﹤0.01%	575
2025 Q1	$36.5K	Sell	356 -181	-34%	-$19.7K	﹤0.01%	590
2024 Q4	$59.2K	Hold	537	–	–	﹤0.01%	545
2024 Q3	$58.4K	Buy	+537	New	+$56.3K	﹤0.01%	541
2020 Q2	–	Sell	-54,268	Closed	-$2.64M	–	186
2020 Q1	$2.64M	Buy	+54,268	New	+$3.12M	0.2%	83
2019 Q2	–	Sell	-48,514	Closed	-$2.56M	–	204
2019 Q1	$2.56M	Buy	+48,514	New	+$2.46M	0.17%	91

Other funds holding DSI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Eastern Bank's DSI Position: Q3 2026 in Review

Eastern Bank held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 356 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Eastern Bank first reported a position in DSI in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.64M in Q1 2020. 87 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Eastern Bank held 356 shares of iShares MSCI KLD 400 Social ETF worth $52K as of Q3 2026.
Eastern Bank left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #621 holding.
Eastern Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 11 quarters since.
Eastern Bank's iShares MSCI KLD 400 Social ETF position peaked at $2.64M in Q1 2020.
87 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.